Stock comparison
Applied Materials
AppLovin
Scored across Buffett, Graham, Lynch and Greenblatt - plus a side-by-side metric table covering valuation, quality, growth and balance sheet.
AMAT
Applied Materials
Market cap
$345.34B
Sector
Technology
APP
AppLovin
Market cap
$161.54B
Sector
Technology
Overall winner
AppLovin APP
Wins on the combined sum of fit scores across all four strategies. Per-strategy breakdown below.
Fit scores by strategy
| Strategy | AMAT | APP | Winner |
|---|---|---|---|
| Warren Buffett | 76B | 76B | Tie |
| Benjamin Graham | 87A | 83D | AMAT |
| Philip Fisher | 65B | 82A | APP |
| Peter Lynch | 65B | 84A | APP |
| Joel Greenblatt | 66C | 93C | APP |
| Charlie Munger | 75B | 94D | APP |
| Terry Smith | 71B | 95A | APP |
Side-by-side metrics
| Metric | AMAT | APP |
|---|---|---|
| Market cap | $345.34B | $161.54B |
| P/E (TTM) | 40.0x | 42.7x |
| EV/EBIT | 41.0x | 40.7x |
| ROIC (TTM) | 21.6% | 65.24% |
| Gross margin | 48.96% | 88.37% |
| Net margin | 29.31% | 64.29% |
| Revenue CAGR 5y | 5.31% | 18.36% |
| EPS CAGR 5y | 7.72% | 2.17% |
| Debt / Equity | 0.3x | 1.5x |
| Dividend yield | 0.45% | 0.0% |
Where each one wins
The metrics with the biggest gap between the two - sorted so the most decisive edges read first.
AMAT leads on
- Dividend yield0.45%vs 0.0%+100%
- Debt / Equity0.3xvs 1.5x+82%
- Market cap$345.34Bvs $161.54B+53%
- P/E (TTM)40.0xvs 42.7x+6%
APP leads on
- EPS CAGR 5y2.17%vs 7.72%+96%
- Revenue CAGR 5y18.36%vs 5.31%+71%
- ROIC (TTM)65.24%vs 21.6%+67%
- Net margin64.29%vs 29.31%+54%
Related on invest-like
Key terms in this analysis
Educational tool. Fit scores are deterministic projections from public financials onto each investor's published criteria - not personal recommendations or advice.